Analyst, Equities – Taiwan
About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.
Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
Job Summary
Responsible for conducting fundamental company research to support our investment process for Asia ex Japan equities; covering technology companies listed in Taiwan. Part of our Asian equities research team supporting fund managers based in Hong Kong, London and Singapore.
Key Responsibilities
- Research, understand and identify the key sectoral trends that will influence the equity valuations of the companies within the specified area of coverage.
- Analyze individual companies to understand the present fundamentals and identify the risks and opportunities that will determine the sustainability of the business model in the medium-to-long term.
- Conduct detailed financial modelling to determine a Fair Value estimate for each company and express investment conclusions to fund managers through changes/maintenance of stock Grades.
- Research work includes company visits, optimizing information from brokers/expert networks/independent research providers, ESG analysis and the maintenance of financial models.
- Staying consistent with our investment process and philosophy to communicate investment views to our fund managers via formal research notes, daily/weekly conference calls and ad-hoc contact and emails.
- Proactively manage stock coverage lists by identifying new names of interest and dropping coverage of companies that are no longer investable on fundamental grounds.
- Support our ESG commitments, including proactive engagement with companies where necessary.
- Where appropriate, collaborate and support other analysts and investment teams across Schroders.
Qualification / Expectations
- Bachelor's degree in finance, economics, or a related field. CFA designation is highly desirable.
- Minimum 3 years’ experience in providing investment recommendations within the technology sector as an Equity Analyst.
- Experience in financial modelling, valuation techniques, and investment analysis.
- Strong analytical skills with the ability to interpret complex data and draw meaningful conclusions.
- Excellent written and verbal communication skills, with the ability to present complex ideas in a clear and concise manner.
- Ability to work effectively in a team-oriented environment and manage multiple priorities.
We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
About Us
Skills Required
- Bachelor's degree in finance, economics, or related field
- CFA designation
- Minimum 3 years' experience as an equity analyst covering the technology sector
- Experience in financial modelling and valuation techniques
- Investment analysis experience and ability to produce investment recommendations
- Strong analytical skills to interpret complex data and draw conclusions
- Excellent written and verbal communication skills
- Ability to work effectively in a team and manage multiple priorities
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
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Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
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Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
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Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
